Envestnet Portfolio Solutions’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
4,155
-123
-3% -$8.06K ﹤0.01% 1385
2025
Q1
$280K Buy
+4,278
New +$280K ﹤0.01% 1325
2024
Q3
Sell
-2,835
Closed -$232K 1678
2024
Q2
$232K Buy
+2,835
New +$232K ﹤0.01% 1518